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  2. Duration (finance) - Wikipedia

    en.wikipedia.org/wiki/Duration_(finance)

    Similarities in both values and definitions of Macaulay duration versus Weighted Average Life can lead to confusing the purpose and calculation of the two. [12] For example, a 5-year fixed-rate interest-only bond would have a Weighted Average Life of 5, and a Macaulay duration that should be very close.

  3. Weighted-average life - Wikipedia

    en.wikipedia.org/wiki/Weighted-Average_Life

    4 Examples. 5 Total Interest ... from the calculation date to payment . If desired, can be expanded as (+ ) for a monthly bond, where is the ... Bond duration Bond ...

  4. Bond valuation - Wikipedia

    en.wikipedia.org/wiki/Bond_valuation

    For example, for small interest rate changes, the duration is the approximate percentage by which the value of the bond will fall for a 1% per annum increase in market interest rate. So the market price of a 17-year bond with a duration of 7 would fall about 7% if the market interest rate (or more precisely the corresponding force of interest ...

  5. Bond convexity - Wikipedia

    en.wikipedia.org/wiki/Bond_convexity

    The more curved the price function of the bond is, the more inaccurate duration is as a measure of the interest rate sensitivity. [2] Convexity is a measure of the curvature or 2nd derivative of how the price of a bond varies with interest rate, i.e. how the duration of a bond changes as the interest rate changes. [3]

  6. Day count convention - Wikipedia

    en.wikipedia.org/wiki/Day_count_convention

    For example, in a period from February 1, 2005, to April 1, 2005, the Factor is considered to be 59 days divided by 360. ... Bond Calculator. Online calculation of ...

  7. Fixed-income attribution - Wikipedia

    en.wikipedia.org/wiki/Fixed-income_attribution

    The modified duration of a bond assumes that cash flows do not change in response to movements in the term structure, which is not the case for an MBS. For instance, when rates fall, the rate of prepayments will probably rise and the duration of the MBS will also fall, which is entirely the opposite behavior to a vanilla bond.

  8. 9 Questions Retirees Need To Ask Heading In to 2025 - AOL

    www.aol.com/9-questions-retirees-ask-heading...

    For example, let’s say that right now, you have 10% in cash, 40% in stocks, and 50% in bonds. You might want to adjust these percentages based on your needs, updated expenses, budget planning ...

  9. Floating rate note - Wikipedia

    en.wikipedia.org/wiki/Floating_rate_note

    Suppose a new 5 year FRN pays a coupon of 3 months SOFR +0.20%, and is issued at par (100.00). If the perception of the credit-worthiness of the issuer goes down, investors will demand a higher interest rate, say SOFR +0.25%. If a trade is agreed, the price is calculated. In this example, SOFR +0.25% would be roughly equivalent to a price of 99.75.